Retirement Plan Of Creighton University — Form 5500 plan (Creighton University)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Retirement Plan Of Creighton University is a benefit plan reported by Creighton University under EIN 47-0376583 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,837 participants and $633,266,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Creighton University
- EIN
- 47-0376583
- Plan number
- 002
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 4,837
- End-of-year plan assets
- $633,266,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,837 | H, C | 20241011125006NAL0038763472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $633,266,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $633,266,251
- Net assets (BOY)
- $572,906,456
Income & contributions
- Employer contributions
- $11,265,638
- Participant contributions
- $16,634,686
- Total contributions
- $32,349,135
- Total income / additions
- $125,959,001
Expenses & distributions
- Benefits paid
- $65,339,797
- Administrative expenses
- $258,760
- Total expenses
- $65,599,206
- Net increase / (decrease)
- $60,359,795
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $370,810 | $3,750 | 2023 |
| Comerstone Advisors | INVESTMENT ADVISORY | $14,254 | $113,529 | 2023 |
| Lutz | ACCOUNTANT | $21,750 | not reported in the loaded dataset | 2023 |
| Data Terrain Inc. | OTHER SERVICES | $0 | $15,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Creighton University
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Principal Life Insurance Company — Schedule C compensation
- Comerstone Advisors — Schedule C compensation
- Lutz — Schedule C compensation
- Data Terrain Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation